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Management • Productivity • 44 minutes

How HomeX Builds Confident CSRs in Just Four Weeks

July 9, 2026

Episode Overview

In this episode, Josh sits down with Jacqueline "Jax" Youngdahl, Training Specialist at HomeX, to discuss the company's four-week CSR training program. Jax shares how HomeX has scaled its call center from fewer than 20 agents to 60+, all while maintaining a strong focus on customer experience, confidence-building, and practical ServiceTitan training. From service calls and memberships to estimates, conversions, and task management, Jax explains how she introduces complex concepts in manageable stages, creates an engaging learning environment, and helps new hires build the confidence they need to succeed on the phones.

Join us as we discuss: 

  • [5:15] How to create a positive learning environment for new CSR hires

  • [14:47] How ServiceTitan Academy supports the overall training process and why every entry in ServiceTitan is fixable

  • [30:31] When you know it’s time to push new CSRs out of the nest

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

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About ServiceTitan

ServiceTitan is a comprehensive software solution built specifically to help home service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business.

Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.

Ready to learn more about what ServiceTitan can do for your business?

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About the Show

Mastering ServiceTitan is a podcast where top service professionals share the tips, tricks, and tactics they use to succeed in their industry. Hosted by Josh Lu, this podcast is brought to you by ServiceTitan—the leading home and commercial field service software.

Episodes will feature stories and strategies to help contractors grow and scale their service business.

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